Creator Simplified

Creator Simplified



Hey Creators!


Welcome to Zoho Creator's new learning series, Creator Simplified.

In this series, we'll dive into real-world business use cases and explore how to translate your requirements into solutions in your Creator application. You can also expect some useful tricks to enhance and optimize application performance.

This series will help you sharpen your app development skills and move one step closer to becoming a Creator expert. 

We'll be publishing three topics a month, starting September 9, 2024.

Feel free to drop your questions or suggestions in the comments—we’ll do our best to address anything you ask!

You can also subscribe to this series by clicking the Follow button in the right panel to get notified whenever a new post is published.

Stay tuned for the first post in this series—coming soon!

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                                                                                                          • Recent Topics

                                                                                                          • Fetch function not working for CRM Contacts

                                                                                                            I've created a flow that checks if a contact exists in CRM (based on form input), and if it does, then it updates one of the fields for the contact. In my test, the fetch function correctly identifies that a contact exists (based on email address), but
                                                                                                          • How to add a discount (percent %) field?

                                                                                                            My particular case it’s regarding the “Opportunities” module. I’ve created a subform to calculate the value of the opportunity, and now I’d like to include a discount field in the form of a percentage. However, no matter how or where I add the "percent"
                                                                                                          • Automate Pricebook per Customer

                                                                                                            Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an
                                                                                                          • Automate pricebook per customer

                                                                                                            Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an
                                                                                                          • Automate pricebook per customer

                                                                                                            Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an
                                                                                                          • Client Side Scripts for Meetings Module

                                                                                                            Will zoho please add client side scripting support to the meetings module? Our workflow requires most meeting details have a specific format to work with other software we have. So we rely on a custom function to auto fill certain things. We currently
                                                                                                          • Document Tracking

                                                                                                            Hi all Zoho crmplus user here. I am migrating from hubspot and in Hubspot when my sales team email a document they can see when the client has opened the document and how many minutes they sepend on it. This persists for additional openings and readings
                                                                                                          • Apply partial payments to invoices from the Banking Module

                                                                                                            We need this! Why is this not possible?
                                                                                                          • Setting admin only field values in widget

                                                                                                            Hello If I'm using a Widget addRecord function invoked by a user input (the user has write permission not developer) can he set values to a field that is set to be visible to Admin only?
                                                                                                          • Forecast UI improvements

                                                                                                            Hi I have two improvement requests for the UI in the Forecast function. Can you add the ability to reorganise the Pipeline, Committed and Best Case columns on the Forecast? I thought they were in alphabetical order, so we renamed them so that we could
                                                                                                          • Missing services/ features / buttons

                                                                                                            Hello, 1. I can't locate the DKIM information in ZoHo CRM that I need to add as txt strings to our DNS in GoDaddy. 2. In other activities I cannot locate the 'Help' button for context senstivie help 3. I wish to merge two records into a single record
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                                                                                                            When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
                                                                                                          • [Free Webinar] Building Data Relationships Using Lookup Fields - Creator Tech Connect

                                                                                                            Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into
                                                                                                          • Staff Tracking in

                                                                                                            Hi , I would like to see what activity my staff does over Zoho CRM and over Zoho Mail . I need to know which deals in CRM haven't been touched or had an activity on by a particular staff member . Basically need to establish what work.gets done by WFH
                                                                                                          • How to validate Rich Text in Zoho Creator! Urgent!

                                                                                                            Hi members, Recently I just started to use Rich Text field. Now I have a requirement where I need to validate to ensure this Rich Text field must contain a value. Meaning must contain something. I use the below script if(input.Rich_Text == null) { alert
                                                                                                          • Allow non admins to create folders

                                                                                                            I want to allow users in my company to create their own reporting based upon selected Datasources, however they currently can't create folders to save their work in. This can only be done by admins, which seems excessive. Is this possible ?
                                                                                                          • Episode I : Exploring the World of Custom Functions in Zoho Desk

                                                                                                            Hello Again! Welcome to an Automation Adventure in the World of Zoho Desk Join us on a journey to explore how custom functions can enhance and extend the capabilities of Zoho Desk. Automation is everywhere. From robotic arms assembling products on factory
                                                                                                          • Add picklist in subform lookup

                                                                                                            Hello, I am trying to rewrite a script that works on a from as parent form, to the same form when is is a subform. Here is what I did in the form itself : RefCat = Offre_de_produits.distinct(Categorie_OFFRE); clear Categorie_LIGNE; for each Record in
                                                                                                          • Free Webinar - Overview of Zoho Sign and latest updates- May 2025

                                                                                                            Hello there! What's the digital alternative to endless paperwork? Zoho Sign. Designed for digital-first businesses, Zoho Sign is a complete digital signature solution with powerful features and seamless integrations that streamline your entire workflow.
                                                                                                          • Multiple Forecast configurations

                                                                                                            Hi all Is it possible to have multiple Forecast Configurations? That is, not just multiple forecasts, but rather different forecasts assigned to different configurations? The use case here is that we currently have the Forecast module configured for Revenue
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                                                                                                            Hello everyone, We had insightful discussions in both the sessions of Ask the Experts(ATE) 19, diving deep into engaging conversations around Zia and the spring release. Your enthusiastic participation and thought-provoking questions brought the sessions
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                                                                                                            I have been trying hard to get Zoho CRM and Zoho Mail connected, but somewhere I seem to have wires loose in my brain. I'm not winning. Could anyone just show me (1) how to set up a scheduled email campaign (test to only six internal staff), (2) how to
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                                                                                                            Is there other way to add other template categories in sendmail qoute?
                                                                                                          • What’s New in Zoho Inventory | April 2025

                                                                                                            Hello users, April has been a big month in Zoho Inventory! We’ve rolled out powerful new features to help you streamline production, optimise stock management, and tailor your workflows. While several updates bring helpful enhancements, three major additions
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                                                                                                            Hello Zoho Cliq Team, We would like to request the addition of remote control functionality during screen sharing sessions in Zoho Cliq. Currently, while screen sharing in Cliq is very useful, it lacks the ability for another participant to take control
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                                                                                                            I have created a simple report to display all of the accounts in our CRM in a certain region, broken down by their 'account type' field. I have displayed this data as a donut chart Highlighted in red in the top left, you can see there are a total of 968
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                                                                                                            Hello everyone, I'm a freelancer who's been hired to implement Zoho CRM for a client, and I want to make sure I approach this correctly. Could someone kindly share a comprehensive implementation roadmap or step-by-step guide that covers all the essential
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                                                                                                            We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring
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                                                                                                            So I got sick of phone numbers being formatted incorrectly and Zoho not doing anything to standardise phone numbers to meet E.164 formats. So I went and coded my own function to fix this. And figured I'd share with the community This is specifically for
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                                                                                                            I have the following code, which normally works to sort calls by created time. Every once in a while, it doesn't work and something sneaks through in the wrong order and I can't figure out why. calls = zoho.crm.searchRecords("Calls","(Owner:equals:" +
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                                                                                                            Sometimes I find the color of text boxes changed to a different color. This seems to happen when I reopen the same slide deck later. In the image that I am attaching, you see that the colors of the whole "virus," the "irology" part of "virology," and
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                                                                                                            ¡Hola, Español Zoho Community! Wow, ya termina el año, ¡gracias a vuestra participación se nos ha pasado volando! Por eso mismo estamos preparando sorpresas para todos los que participáis en la Español Zoho Community para el próximo año, ¡estad atentos
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                                                                                                            Hi there, Around six months ago we noticed that there was an error in one of our product's stock values. Despite seemingly having no outwards requests unfufilled for this item (I.E, no stock committed any longer at the moment), Accounting Stock is -1
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                                                                                                            When setting up a PDF template there is an option for a header / footer. The header stays at the top of the page however the footer does not. It appears the footer actually serves no purpose as it seems to rise up to underneath the header (see image). Is there a way to lock the footer to the bottom of the page? Otherwise what is the point of it? Image demonstrating what I mean. https://ibb.co/cJY1xZ4
                                                                                                          • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

                                                                                                            Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias
                                                                                                          • 7008 Request rate limit exceeded. Please retry again later.

                                                                                                            Hello, I'm encountering an issue with the request limit for my function calls. The function is triggered whenever a new record is created, and in many cases, we create these records in bulk (around 50 at a time). For each record, a workflow is initiated
                                                                                                          • At transaction level Discounts for Zoho books UAE version

                                                                                                            Dear Team, Please add transaction level Discounts for Zoho books UAE version. I have been requesting Zoho team past 3 years, Transaction level Discounts is a mandatory option required for our business needs. Zoho books Indian version has the option then
                                                                                                          • No sync

                                                                                                            I have amended a note on my PC, startet syncing but on the smart phne sync starts und runs for minutes. The note amendment ist not shown, but when I go to version the new version is shown but not possibility to accepte the new version
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                                                                                                            Salut, I have 2 scripts that input list of records in a lookup. The first on works fine, the second one doesn't and I do not know why. The only differences, is that the first one input in a lookup a list of records from an actual lookup field, and with
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